Steve_Z

Apple is the largest single position in many long-term portfolios for a reason. It's not the growth rate. It's the combination of a giant, sticky installed base, a high-margin Services attach, and the most disciplined capital-return programme in the index.

Tomorrow's print won't change my five-year view. What I'm watching:

Services growth holding up — that's the multiple

Capital return trajectory — is the buyback step-up still on schedule?

iPhone units in China — directional, not absolute

What would change my view: two consecutive quarters of single-digit Services growth, or a meaningful slowdown in net buybacks. Neither is the base case.

Holding. Adding on dips below historical support.

NFA

Apple's new MacBook with 4x AI power? My AAPL calls are ready🚀

Apple's iPhone 17e strategy is smart: protect mid-market share while premium models push ASPs higher

Apple event March 4. New MacBooks? My AAPL bags are ready🤩

$DBS(D05.SG) hitting new all-time highs at $60 and now bidding for HSBC's Indonesia retail assets. Piyush Gupta building a regional fortress before handing over to Tan Su Shan. 💪

Used Copilot for coding today - actually solid. And Anthropic CEO saying AI enhances software, doesn't replace it . $Microsoft(MSFT.US) at $400 with 17% revenue growth feels like 2020 opportunity all over again.

$GLD SG(GSD.SG) technicals: closed 545.59, down 8.30% . 50-day MA around 580, 200-day maybe 500 . RSI around 40,close to oversold. Watching for bounce or more downside after Trump tariff news. 📉

$Pro Ultr Silver(AGQ.US) went from $399 to $160 in one day on Jan 30, then back to $400 within a week . Now at $130.48 after yesterday's 10% surge . 17.7M shares traded on Feb 5, 38M on Jan 30 . This thing moves like a crypto. IV still elevated. Selling premium or riding the wave? 🎢

$Coreweave(CRWV.US) 9% bonds due 2031 trading at 96.33, yield to maturity 9.95%, yield to call 13.23% . Fitch BB- , debt/equity 2.66x, quick ratio 0.49 . $1.75B issue size. Stock at 95.11, bond at 96.33. Equity and debt both pricing in distress. But $56B backlog says they can service this. The disconnect is the trade!!! 🎯

$Coreweave(CRWV.US) is currently a typical AI infrastructure stock driven by sentiment. The fundamentals suggest GPU cloud and AI compute demand, but the market is clearly focused on price growth versus debt risk. Short-term funds are highly volatile, while long-term funds are still watching the backlog and profit timeline. Personally, I feel like it's a high-beta AI proxy – my heart is racing, but the story isn't over yet 😅

$Circle(CRCL.US) Not on my radar for long-term holds. Pure trading vehicle

$Netflix(NFLX.US) Despite reaching 325 million subscribers and booming ad revenue, the stock still keeps sliding. The market clearly hates the all‑cash Warner Bros offer dragging execution risk into focus.

$Coinbase(COIN.US) Anyone trade COIN with BTC correlation?

$Circle(CRCL.US) Completely decoupled from Bitcoin...

UNH hammered by Medicare rate shock.😭

$Unitedhealth(UNH.US) not bad lol i thought will drop further

It's hopeless; storage is the opposite of this. $Apple(AAPL.US)

$Coinbase.US keep falling endlessly...

$Oracle(ORCL.US) Still struggling while the rest of tech flies. That lawsuit and funding worry are a major overhang

$Coreweave(CRWV.US) Pure-play AI infrastructure demand is still strong, but its financial structure is now a major liability in the eyes of the market

$Circle(CRCL.US) The business model (earning yield on reserves) works, but regulatory uncertainty caps the valuation

$Alibaba(BABA.US) Launching the Qianwen app is step one. The real metric to watch will be user engagement and daily active agents, not just downloads